See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT ADVISORS CORP6 years Service code 16 140 SOUTH 68TH STREET · WEST DES MOINES, IA 50266 | Consulting | $201,825 |
CORRELL CO.6 years Service code 15 · EIN 36-3492086 | Recordkeeping | $41,079 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,166 | $50,458+100.5% | $159,960-36.8% | $64,808+56.1% |
| Participation rate | 71.8% | 68.0%+3.8pp | 78.0%-6.1pp | 71.5%+0.3pp |
| Annual return | -16.08% | -13.42%-2.7pp | 408.60%-424.7pp | 32.82%-48.9pp |
| Employer contribution / active EE | $3,261 | $1,722+89.4% | $4,226-22.8% | $2,506+30.1% |
| Participant deferral / active EE | $8,320 | $4,004+107.8% | $6,182+34.6% | $4,310+93.0% |
| Admin fee / account holder | $577 | $706-18.3% | $8,698-93.4% | $188+207.2% |